Otter.ai Tutorial - How To Use Otter.ai For Beginners

Business Guide
16 Sept 202208:14

TLDRMarcus introduces beginners to Otter.ai, guiding them through account creation, connecting with calendars, selecting video conferencing software, and utilizing the platform's features such as recording meetings, transcribing conversations, and adding comments or action items. He emphasizes the importance of adjusting microphone settings for optimal recording and offers to assist viewers with any questions in the comments section.

Takeaways

  • 📝 Create an account with Otter.ai by clicking the link in the video description, adding an email and password, and verifying your email address.
  • 🎯 Add your personal information such as first and last name after account creation.
  • 🔗 Connect Otter.ai with your Google Calendar or Microsoft Calendar for seamless integration and meeting organization.
  • 💬 Choose the video conferencing software you use, such as Google Meet or Microsoft Teams, to enhance your Otter.ai experience.
  • 🌟 Access the dashboard to view activities, tutorials, and other features of the platform.
  • 📂 Utilize the workspace feature to create teams and invite people to collaborate on projects.
  • 🎧 Ensure you have the correct microphone settings adjusted in your browser for optimal audio recording during meetings.
  • 🕒 Each conversation offers 30 minutes of transcription services per session.
  • ⏺️ Easily start, pause, and stop recording meetings from the dashboard or during calendar events.
  • 📌 Highlight, comment, and assign action items directly within the conversation for better organization and follow-up.
  • 🖼️ Add photos to conversations for visual context and enhanced note-taking.

Q & A

  • What is the first step to start using Otter.ai?

    -The first step is to click on the link provided in the description and then click on the top right star for free on the Otter.ai website.

  • How does one create an account on Otter.ai?

    -To create an account, you need to add an email address, create a password, and press next. Then, add your first and last name, and verify your email address.

  • What is the purpose of the verification email sent by Otter.ai?

    -The verification email is sent to confirm the email address provided during registration and to ensure the account's security.

  • How can you integrate Otter.ai with your calendar?

    -You can easily connect Otter.ai with Google Calendar or Microsoft Calendar, which allows it to access your meetings and schedule.

  • What are the different video conferencing software options available for integration with Otter.ai?

    -Otter.ai can be integrated with Google Meet (referred to as 'Comfort software' in the script) and Microsoft Teams, among others.

  • What features are available on the Otter.ai dashboard?

    -The dashboard offers activities, a tutorial on recording basics, options to upgrade to the Pro version, and access to meetings and conversations.

  • How can you create a new workspace or team on Otter.ai?

    -On the left side of the dashboard, you can find options to create a new workspace or team. You can also invite people to join your group.

  • What happens during a recording on Otter.ai?

    -During a recording, you can allow the use of your microphone, and Otter.ai provides 30 minutes of transcription per conversation.

  • How can you manage and review recordings on Otter.ai?

    -After a recording, you can go to 'My Conversations' to find the processed recording. You can add comments, action items, or photos, and edit the transcription.

  • What is the importance of checking browser settings for Otter.ai?

    -Checking browser settings, especially microphone and audio permissions, ensures a smooth recording and transcription process without any technical issues.

  • What advice does Marcus give for users who encounter issues with Otter.ai?

    -Marcus advises users to change their microphone settings if they face issues and to ask questions or seek guidance in the comments section of the video.

Outlines

00:00

📝 Getting Started with Ultra AI

This paragraph introduces the viewer to the process of starting out with Ultra AI. The speaker, Marcus, explains that for first-time users, a link will be provided in the video description. By clicking on this link, users are directed to a sign-up page where they can create a free account by adding their email address and password. After account creation, users are prompted to add their first and last names and verify their email address. Marcus then briefly touches on the use of Ultra AI in various applications, such as meeting notes, calendar integration with Google or Microsoft, and the selection of preferred video conferencing software. The paragraph concludes with a mention of the dashboard features, including activities, tutorials, and the option to upgrade to a pro version.

05:10

🎙️ Adjusting Microphone Settings in Chrome

In this paragraph, Marcus discusses the importance of adjusting microphone settings while using Ultra AI, especially when recording. He explains that the process may vary depending on the browser being used. As an example, he goes through the settings of Chrome, guiding viewers on how to access and modify the audio and microphone settings. Marcus emphasizes the need to select the correct microphone, and he demonstrates how to change it within the browser settings. He also shares a tip about ensuring the microphone is working properly by testing it within the browser. The paragraph ends with Marcus inviting viewers to ask questions in the comments section if they need further assistance with adding notes in Ultra AI.

Mindmap

Keywords

💡Otter.ai

Otter.ai is an artificial intelligence (AI) powered transcription and note-taking service that provides real-time transcription of meetings, interviews, and other spoken content. In the video, the creator guides beginners on how to use Otter.ai for transcription services, highlighting its features such as connecting with calendars and recording meetings.

💡Account Creation

Account Creation refers to the process of setting up a new user account on a platform, which typically involves providing personal information such as an email address and creating a password. In the context of the video, the creator explains the steps to create a free Otter.ai account, emphasizing the importance of verifying the email address to activate the service.

💡Calendar Integration

Calendar Integration is the ability of an application to connect and synchronize with a user's calendar, allowing for automatic scheduling and reminders. The video demonstrates how Otter.ai can be integrated with Google Calendar or Microsoft Calendar, enabling users to easily schedule and record meetings, with the platform automatically creating entries for upcoming events.

💡Video Conferencing Software

Video Conferencing Software refers to applications that facilitate remote meetings and communication through video and audio. In the video, the creator mentions the compatibility of Otter.ai with popular video conferencing tools like Google Meet and Microsoft Teams, allowing users to record conversations and transcribe them for easy access and note-taking.

💡Dashboard

A Dashboard is a user interface feature that organizes and displays important information at a glance, often including data visualizations and shortcuts to key functions. In the video, the creator introduces the Otter.ai dashboard, which provides an overview of the user's activities, meetings, and workspaces, and serves as a central hub for managing and accessing all aspects of the service.

💡Workspace

A Workspace in the context of Otter.ai is a virtual area where users can collaborate, share notes, and manage conversations. The video explains how users can create new workspaces and teams within Otter.ai, which allows for efficient organization and sharing of meeting transcriptions and notes among team members.

💡Transcription

Transcription is the process of converting spoken language into written text. Otter.ai specializes in providing automated transcription services, as detailed in the video, where it captures and transcribes conversations, meetings, and other spoken content, allowing users to review, search, and share the written content easily.

💡Highlighting

Highlighting in the context of the video refers to the ability to mark or emphasize specific parts of the transcribed text for easy reference or follow-up. The creator demonstrates how to use this feature in Otter.ai to highlight important points during a conversation or meeting, which can be particularly useful for noting action items or key takeaways.

💡Action Item

An Action Item is a specific task or step that needs to be taken, often assigned during a meeting or conversation. The video shows how Otter.ai allows users to assign and track action items within the transcribed text, ensuring that responsibilities and deadlines are clearly defined and remembered by all participants.

💡Microphone Settings

Microphone Settings pertain to the configuration and adjustment of a microphone's properties, such as audio input levels and permissions, to optimize recording quality. In the video, the creator discusses the importance of selecting the correct microphone and adjusting settings within the browser to ensure clear and accurate transcription by Otter.ai.

💡Commenting

Commenting is the act of adding notes or observations to a document or transcript. The video explains how users can use Otter.ai's commenting feature to insert additional information or context next to specific parts of the transcribed text, aiding in comprehension and providing a more complete record of the conversation or meeting.

Highlights

Otter.ai is a powerful tool for beginners to get started with AI transcriptions.

Sign up for a free account by clicking the link provided in the video description.

Adding your email and creating a password gets you started with Otter.ai.

Verification of your email address is the next crucial step.

Otter.ai allows integration with Google Calendar and Microsoft Calendar for easy scheduling.

Choose your preferred video conferencing software for seamless integration.

The dashboard provides a clear overview of your activities and tutorials.

Pro version offers additional features for enhanced experience.

Creating a new workspace and team is straightforward on Otter.ai.

Conversations are organized and easily accessible for review.

Record meetings with a simple click and have them transcribed up to 30 minutes per conversation.

During recording, you can add highlights, comments, action items, or photos.

Account settings allow for editing and plan management.

Changing browser settings can improve audio quality during recordings.

Otter.ai is a comprehensive solution for all your transcription and note-taking needs.

Ask questions and share comments for further guidance and support.

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